Director of Financial Planning & Analysis - Life Insurance
Oliver James Group
Director of FP&A
Life Insurance & Annuities | Strategic Finance | Executive Visibility
An established life insurance and reinsurance group is looking to appoint a Director of FP&A to support enterprise-wide financial planning, capital management, and strategic decision-making.
This is a highly visible, hands-on role working closely with the CFO, Treasurer, and senior leadership team. The position offers exposure to complex transactions, executive-level reporting, and strategic initiatives across U.S., Bermuda, and Cayman insurance entities.
The Role
- Lead financial analysis across business performance, profitability, capital allocation, and strategic growth initiatives.
- Build and enhance integrated three-statement financial models for forecasting, valuation, long-term planning, and capital management.
- Support enterprise-wide financial projections, translating financial, actuarial, investment, and capital data into actionable insights.
- Prepare executive presentations, board materials, and financial reporting for senior leadership and external stakeholders.
- Partner with investments, actuarial, treasury, accounting, and corporate development on M&A, reinsurance transactions, and other strategic initiatives.
- Enhance FP&A reporting, data infrastructure, and automation, including opportunities to leverage Microsoft Fabric and Power BI.
- Independently lead complex, cross-functional projects while providing technical guidance to junior team members.
What We're Looking For
- 8+ years of experience across FP&A, corporate finance, insurance finance, actuarial, valuation, or a related discipline.
- Life insurance and annuity industry experience, ideally with exposure to financial statements, capital management, reinsurance, and forecasting.
- Strong financial modeling, forecasting, and quantitative analysis skills, with advanced Excel proficiency.
- Experience presenting financial insights and recommendations to senior executives and other key stakeholders.
- Ability to operate independently, manage competing priorities, and deliver high-quality work in a fast-paced environment.
- Experience with Microsoft Fabric, Power BI, SQL, or similar data platforms is advantageous.
- Bachelor's degree in Finance, Accounting, Economics, Actuarial Science, or a related field. CFA, CPA, FSA, or MBA is a plus.
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Director of Financial Planning & Analysis - Life Insurance in New York, NY vacancy
$190k - $220k
...Director, IT Finance The Director, IT Finance owns financial planning and analysis for Hearst Technology Services — the forecast, the annual budget cycle, the monthly... ...including medical, dental, vision, disability and life insurance, 401(k), paid holidays and paid time off,...Life InsuranceContract workLocal areaWorldwideMotor Information Systems
New York, NY4 days ago$190k - $235k
...Director, Financial Planning & Analysis Location: New York (currently hybrid with up to 50% remote) Your mission on the Financial Planning... ...Financial Wellness: Annual performance bonus, 401k matching, life insurance. Comprehensive Benefits: Competitive health...Life InsuranceWork at officeRemote workWork from homeTouchTunes
New York, NY19 hours ago$125k - $207k
...for supporting the Director and Vice President... ...of strategic planning, forecasting, and... ...alignment, enhance financial processes, and support... ...forecasting, variance analysis, performance... ...generally include: insurance (including medical... ...vision, disability, life insurance);...Life InsuranceFull timePart timeWorldwideFlexible hours$142.1k - $190.35k
...Something Good. The Senior Manager, Financial Planning & Analysis (reporting to the Vice President,... ...Support preparation of Board of Directors materials and assist with the... ...more Medical, Dental, and Vision Insurance* Employer Paid Life and Disability Insurance* 401k Plan...Life InsuranceWeekly payPermanent employmentFlexible hours$170k - $190k
Build the FP&A Function. Shape Financial Strategy. Influence What Comes Next. NANO Nuclear... ...to build the Company's financial planning and analysis function from the ground up. This is... ...190,000 Medical, dental, vision, and life insurance. 401(k) with up to 5% company match....Life Insurance$205k - $235k
...global health. Position Title: Director, Financial Planning - US Commercial Reports To:... ...metrics and insightful analysis to gauge business... ...commercial organization in a life sciences industry Good understanding... ...Premier PPO and HDHP insurance plans, Company paid Basic Life...Life InsurancePermanent employmentContract workTemporary workWork at officeRemote work- ...participants. You will help lead financial reporting, forecasting, and planning, and will guide financial insights... ...metrics based on quantitative analysis of historical data.Support quarterly... ...holidays, disability and basic life insurance, family-forming assistance, and a...Life InsuranceHourly payWork at officeLocal areaFlexible hours
- ...forecasts, partnerships and strategic plans, lead business reviews, and turn analysis into clear recommendations for... ...Build and maintain integrated financial models, scenario and sensitivity... ...Access to Disability & Life insurance Health Reimbursement Account (HRA...Life InsuranceRemote workWork from home
$140k - $160k
...design transforms life. We are dedicated... ...drive forward-looking analysis, capital... ...bridge the gap between financial data and operational... ...Responsibilities Strategic Planning & Modeling Long-... ...for the Board of Directors and external... ...Holidays Life Insurance Flexible Spending...Life InsuranceTemporary workLocal areaFlexible hours$200k - $215k
Antidote Health is a tech-driven health insurance company on a mission to make... ...offer Affordable Care Act (ACA) health plans in Arizona, Ohio, Georgia, and Texas,... ...an FP&A leader to build and lead our Financial Planning & Analysis function, starting as a hands-on leader...Work at officeLocal area2 days per week$180k - $270k
Director of Financial Planning & Analysis New York We’re seeking a Director of Financial Planning and Analysis (FP&A) to join us in our mission to transform... ...who has: Experience in biotechnology, pharmaceuticals, life sciences, healthcare, or another research‑or innovation...Work at officeFlexible hours$180k - $210k
...Job Description The Director, Financial Planning & Analysis (“Director, FP&A”) is a senior leader within the FP&A function, partnering directly with the VP, FP&A to own the company’s planning, analysis, and reporting agenda. The role spans reporting, forecasting and...Archwest Capital
New York, NY15 days ago- Director of Financial Planning + Analysis - Luxury goods company Location: New York, NY (3 days onsite/2 days remote) About the Company Luxury Fragrance House has established itself as one of the most renowned, leading fragrance houses within the luxury market today. Founded...Work at officeRemote work
- Director, Financial Planning and Analysis - Data Center Development Metric DCX have partnered with one of the most exciting data center developers in the world, with a global development pipeline, and the capital backing that will allow them to execute. They are looking...Work at office
$200k - $215k
Director of Financial Planning and Analysis Director of FP&A | PE-Backed Climate Infrastructure Arco Talent Group has been retained by a rapidly scaling, private equity‑backed climate infrastructure platform developing and financing large‑scale, capital‑intensive projects...Full time$111k - $139k
...an Acquisition Strategy and Planning Manager that will support the... ...best-in-class reporting, data analysis, and performance tracking. This... ..., commuter benefits , pet insurance, and more - check out all our... ...vision, and dental insurance; life insurance; disability insurance...Life InsuranceTemporary workLocal areaImmediate startWorldwide$120k - $160k
...projects. Position Description EIP is seeking a Director of Financial Planning and Analysis (FP&A) to serve as the strategic financial... ...match. ~ Comprehensive health, dental, vision, life, and disability insurance. ~ Paid vacation, sick time, and holidays....Life InsuranceContract workFor subcontractorWork at officeLocal areaShift work- ...Real Estate leader, seeks a Director of Finance. In this... ...you will be responsible for financial planning, forecasting, modeling, and strategic analysis. You will partner with senior... ...including medical/dental/vision insurance, HSA, FSA, 401(k), and life, disability & ADD...Life InsuranceHourly payContract work
Kforce
New York, NY2 days ago $165k - $170k
POSITION DETAILS Reporting to the Vice President of Administration & Finance, the Executive Director of Budget & Financial Planning is expected to provide leadership and direction in the management of the following financial and business operational units: Accounting, Accounts...Full timeWork at officeLocal area$130k - $160k
...Pension Group (CPG) is a financial services... ...expanded to include life and disability insurance, health benefits, property... ...forecasting, and financial analysis to provide the... ...and liquidity. The Director Finance will report... ...organization's financial planning and analysis which...Life InsuranceFull timeTemporary workWork experience placementWork at officeImmediate startRemote workVisa sponsorshipMonday to FridayFlexible hoursChurch Pension Group
New York, NY10 hours ago$218.59k - $286.9k
...re hiring a Senior Director, Strategic Finance and Enterprise Planning to join our... ...the first health insurance company built around... ...company priorities into financial plans, targets,... ...the ability to turn analysis into clear executive... ...participation, life and disability insurance...Life InsuranceFull timeWork at officeFlexible hours$135k - $190k
...As a Senior Manager of Financial Planning & Analysis (FP&A), you will join our leadership... .... Reporting to the Director, FP&A, this highly visible... ...models and metrics, and/or the life sciences industry, is a significant... ..., life and disability insurance; 401(k) matching; flexible...Life InsuranceOngoing contractWork at officeLocal areaRemote workFlexible hours$175k - $225k
...'s finance leadership team, responsible for overseeing financial planning and analysis, budgeting, compliance, reporting, and day-to-day financial... ...plans that offer medical, dental, vision, and basic life insurance. Employees will also be able to enroll in our company's...Life InsuranceContract workWork at officeShift work2 days per week1 day per weekInternational Auditing and Assurance Standards Board
New York, NY2 days ago- ...powers your everyday life, enabling more... ...Reporting to the Director of Finance of Hardware... ...team, providing financial leadership, strategic... ...driving financial planning, forecasting,... ...management, investment analysis, and strategic... ...dental, & vision insurance Flexible spending...Life InsuranceLocal areaWorldwideFlexible hours
$100k - $120k
...reach their homeownership and financial goals. Founded in 2000 and... ...annual budgeting, and long-range planning processes for Production,... ...detailed variance and trend analysis, providing actionable... ...flexible spending accounts); life insurance and death benefits; critical...Life InsuranceFlexible hoursRate
New York, NY10 hours ago$190k - $215k
...directly to the CEO, the Chief Financial Officer (CFO) is a key member... ...enterprise‑wide financial planning, including annual budgets, multi... ...audits, and required tax, insurance and regulatory oversight filings... ...: Maintain a healthy work‑life balance with our comprehensive...Life InsuranceFull timeTemporary workFor subcontractorSummer workInternshipLocal areaFlexible hoursSeamen's Society for Children and Families
New York, NY3 days ago$140k - $150k
...of our client a (fashion) Financial Manager based in New York,... ...lead all aspects of financial planning, reporting, and operational... ...Oversee financial planning, analysis, and reporting, including annual... ..., a 401(k)-retirement plan, life insurance, disability coverage, and an...Life InsuranceFull timeLocal areaShift workAtrium
New York, NY10 days ago$300k - $350k
...college, career, and life, helping them define... ...capacity, accelerating financial close timelines,... ...accounting and financial planning & analysis (FP&A), and is responsible... ..., including a Senior Director of Finance, a Senior... ...~ Employer-paid Life Insurance and Short-term / Long...Life InsuranceFull timeTemporary workRelocationFlexible hoursShift workKipp
New York, NY4 days ago- ...responsible for providing strategic financial leadership across multiple... ...of high-quality financial planning, forecasting, reporting,... ...billing oversight, and business analysis. The Senior Finance Manager... .../ Dental Employer Paid Life Insurance Employer 401k Contributions...Life InsuranceContract workSummer workLocal area
$140k - $155k
...visibility across the business . The FP&A Manager will lead financial planning and analysis across a multi-channel retail operation spanning e-... ...may include paid holidays, a 401(k)-retirement plan, life insurance, disability coverage, and an employee assistance...Life InsuranceFull timeLocal areaShift workAtrium
New York, NY2 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Director of Financial Planning & Analysis - Life Insurance. Be the first to apply!
Related searches
- financial crime manager New York, NY
- director financial systems New York, NY
- finance compliance manager New York, NY
- program finance manager New York, NY
- assistant director of finance New York, NY
- group finance manager New York, NY
- finance executive New York, NY
- regional finance manager New York, NY
- sales finance manager New York, NY
- manager budget financial planning New York, NY